United Capital Financial Advisors’s iShares North American Natural Resources ETF IGE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$477K	Sell	7,583 -187	-2%	-$11K	﹤0.01%	1092
2025 Q4	$390K	Buy	7,770 +270	+4%	+$13.2K	﹤0.01%	1063
2025 Q3	$368K	Hold	7,500	–	–	﹤0.01%	959
2025 Q2	$332K	Hold	7,500	–	–	﹤0.01%	894
2025 Q1	$341K	Hold	7,500	–	–	﹤0.01%	852
2024 Q4	$320K	Hold	7,500	–	–	﹤0.01%	862
2024 Q3	$331K	Hold	7,500	–	–	﹤0.01%	842
2024 Q2	$330K	Hold	7,500	–	–	﹤0.01%	814
2024 Q1	$337K	Hold	7,500	–	–	﹤0.01%	846
2023 Q4	$305K	Hold	7,500	–	–	﹤0.01%	859
2023 Q3	$312K	Hold	7,500	–	–	﹤0.01%	720
2023 Q2	$291K	Buy	+7,500	New	+$290K	﹤0.01%	777
2016 Q1	–	Sell	-10,022	Closed	-$282K	–	1238
2015 Q4	$282K	Sell	10,022 -3,013	-23%	-$93.6K	﹤0.01%	1038
2015 Q3	$379K	Sell	13,035 -4,732	-27%	-$152K	﹤0.01%	984
2015 Q2	$645K	Sell	17,767 -8,688	-33%	-$336K	0.01%	832
2015 Q1	$1.07M	Sell	26,455 -7,631	-22%	-$288K	0.01%	706
2014 Q4	$1.31M	Sell	34,086 -9,020	-21%	-$365K	0.02%	581
2014 Q3	$1.93M	Buy	43,106 +2,277	+6%	+$110K	0.03%	444
2014 Q2	$2.04M	Sell	40,829 -17,795	-30%	-$833K	0.04%	412
2014 Q1	$2.6M	Buy	58,624 +27,112	+86%	+$1.16M	0.06%	314
2013 Q4	$1.37M	Buy	31,512 +9,660	+44%	+$412K	0.05%	293
2013 Q3	$906K	Buy	21,852 +495	+2%	+$20.2K	0.03%	356
2013 Q2	$817K	Buy	+21,357	New	+$842K	0.02%	435